Senior Specialist | Private Finance & Accounting

Description

High-trust role supporting ownership-level financial activity across personal and business entities

Responsibilities

This role supports the financial activities of our Owner/CEO, Jeff Swickard, across both personal and designated business matters. You will be responsible for:

• Accurate execution of accounting processes
• Organized, audit-ready financial records
• Day-to-day cash flow support
  
  

This is a high-trust position requiring discretion, accountability, and sound judgment when handling sensitive financial information.

Why This Role

• Direct exposure to ownership-level financial activity
• Work across both personal and business financial environments
• Opportunity to support process improvements and system enhancements
• Role operates with a high degree of autonomy and responsibility
  
  

What You’ll Do

• Perform day-to-day accounting activities across personal and designated business entities, including transaction processing, reconciliations, and financial recordkeeping
• Process accounts payable and receivable transactions, ensuring accuracy, timeliness, and proper documentation
• Maintain and reconcile bank accounts, credit cards, and investment-related accounts
• Assist in the preparation of monthly, quarterly, and annual financial reports summarizing income, expenses, and cash flow
• Support cash flow tracking and facilitate timely transfers and funding between accounts as directed
• Execute bill payment processes, including tracking due dates, preparing payments, and coordinating approvals
• Maintain organized, accurate, and audit-ready financial records and documentation
• Support budgeting and forecasting activities by tracking actuals and identifying variances
• Partner with both internal and external stakeholders by providing requested documentation and information
• Identify and support opportunities to improve financial processes through standardization, automation, and system enhancements
• Utilize financial systems and tools to improve accuracy and efficiency in reporting and workflows
• Assist with financial coordination related to purchases, investments, or asset management activities
• Provide ad hoc financial reporting and analysis as requested
• Coordinate with dealership accounting teams, as needed, to ensure alignment of shared financial data
• Handle sensitive financial information with a high degree of confidentiality and professionalism
• Other duties as assigned.
  
  

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• 3 years of experience in accounting, finance, or similar role
• Experience supporting complex or multi-entity financial environments (preferred)
• Solid understanding of accounting principles and financial reporting fundamentals
• High level of discretion and ability to manage confidential information
• Strong personal accountability and integrity
• Ability to operate effectively in a high-trust, low-supervision environment
• Strong attention to detail and organizational skills
• Proficiency in Excel and financial systems (QuickBooks, ERP systems, CDK, Reynolds & Reynolds)
• Strong analytical and problem-solving skills
• Effective communication skills with internal and external stakeholders
• Interest in process improvement and automation
• Ability to pass a background and financial credit check
  
  

Benefits of Working at Swickard

• Career Path – Swickard isn’t just a job. You’ll learn and grow into different roles and be able to take on new leadership responsibilities.
• Ongoing training and support
• Opportunities for continued personal and professional growth
• We are an Equal Opportunity Employer and value diversity and inclusion at our company
  
  

Competitive Benefits Package

• Insurance: medical, dental, vision, life and pet insurance
• Optional disability coverage
• 401(k) plan (no company match)
• Paid Time Off & Paid Holidays
  
  

About Us

• We were founded in 2014 by Jeff Swickard in Wilsonville, Oregon.
• We’re a hospitality company that happens to sell cars, parts, and service.
• We are a team. Everyone plays a role in our success.
• Our goal is simple: to be our customers’ favorite place to purchase, lease, or service their vehicle—and your favorite place to work.
• Swickard has positioned itself as a leader in highline brands such as Mercedes-Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more.
• We are consistently ranked as one of the fastest growing dealership groups in the United States by Automotive News.